AME vs SPY

Comparison between Ametek Inc (AME, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AME, delivering a return of +13.3% compared to +11.8%

AME vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AME(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$55B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	53.52%	56.47%
Sharpe Ratio	1.41	2.07
5Y Beta	0.81	1.00
Industry	Specialty Industrial Machinery	N/A
P/E Ratio	37.51	28.24
Forward P/E	30.77	21.85
PEG Ratio	3.17	N/A
Dividend Yield	0.54%	N/A
5Y Dividends CAGR	11.41%	5.43%
5Y EPS CAGR	12.87%	25.79%
Debt to Equity	19.94%	22.35%
Free Cash Flow Yield	3.08%	N/A
P/S Ratio	7.01	3.55
P/B Ratio	4.92	5.29

Market Cap / Net Assets

AME

$55B

Winner

SPY

$652B

Expense Ratio

AME

N/A

SPY

0.09%

Max Drawdown

Winner

AME

53.52%

SPY

56.47%

Sharpe Ratio

AME

1.41

Winner

SPY

2.07

5Y Beta

Winner

AME

0.81

SPY

1.00

Industry

AME

Specialty Industrial Machinery

SPY

N/A

P/E Ratio

AME

37.51

Winner

SPY

28.24

Forward P/E

AME

30.77

Winner

SPY

21.85

PEG Ratio

AME

3.17

SPY

N/A

Dividend Yield

AME

0.54%

SPY

N/A

5Y Dividends CAGR

Winner

AME

11.41%

SPY

5.43%

5Y EPS CAGR

AME

12.87%

Winner

SPY

25.79%

Debt to Equity

Winner

AME

19.94%

SPY

22.35%

Free Cash Flow Yield

AME

3.08%

SPY

N/A

P/S Ratio

AME

7.01

Winner

SPY

3.55

P/B Ratio

Winner

AME

4.92

SPY

5.29

AME vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	AME	SPY
1 month	+0.84%	+9.11%
3 months	-0.27%	+6.59%
6 months	+18.78%	+10.56%
1 year	+36.35%	+32.04%
5 years(CAGR)	+11.82%	+13.35%
10 years(CAGR)	+18.31%	+15.49%
Max(CAGR)	+18.69%	+8.50%

AME

+0.84%

Winner

SPY

+9.11%

AME

-0.27%

Winner

SPY

+6.59%

Winner

AME

+18.78%

SPY

+10.56%

Winner

AME

+36.35%

SPY

+32.04%

5Y(CAGR)

AME

+11.82%

Winner

SPY

+13.35%

10Y(CAGR)

Winner

AME

+18.31%

SPY

+15.49%

Max(CAGR)

Winner

AME

+18.69%

SPY

+8.50%

AME vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AME	SPY
2026	+11.31%	+8.27%
2025	+15.90%	+18.00%
2024	+11.38%	+25.59%
2023	+18.13%	+26.72%
2022	-2.08%	-18.64%
2021	+24.97%	+30.52%
2020	+20.95%	+17.28%
2019	+48.73%	+31.09%
2018	-6.25%	-5.24%
2017	+48.09%	+20.78%
2016	-7.00%	+13.59%
2015	+2.53%	+1.31%
2014	+1.67%	+14.56%
2013	+37.01%	+29.00%
2012	+34.23%	+14.17%
2011	+6.78%	+0.85%
2010	+53.41%	+13.14%
2009	+21.61%	+22.67%
2008	-34.05%	-36.25%
2007	+48.29%	+5.32%
2006	+13.00%	+13.85%
2005	+20.03%	+5.32%
2004	+47.01%	+10.75%
2003	+24.82%	+24.18%
2002	+23.00%	-22.42%
2001	+30.23%	-10.13%
2000	+38.20%	-8.84%
1999	-4.41%	+8.61%

AME vs SPY Drawdown Comparison

The maximum drawdown for AME was -53.31%, occurring on Mar 2, 2009. Recovery took 603 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AME drawdown is -3.71%.

Rank	AME	SPY
#1	-53.31% Jun 5, 2008 - Oct 26, 2010	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-42.70% Jan 8, 2020 - Aug 17, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-34.94% May 14, 2002 - Aug 13, 2003	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-34.57% Aug 16, 2001 - Feb 28, 2002	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-32.60% Apr 26, 2011 - Jan 25, 2012	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-27.27% Jan 31, 2000 - Sep 7, 2000	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-27.06% Dec 29, 2021 - Feb 6, 2023	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-23.14% Aug 17, 2015 - Apr 25, 2017	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-23.04% Nov 22, 2024 - Oct 30, 2025	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-22.15% Sep 21, 2018 - Mar 18, 2019	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-20.39% May 5, 2006 - Jan 24, 2007	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-18.70% Dec 10, 2007 - Apr 21, 2008	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-17.26% Mar 21, 2024 - Nov 6, 2024	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-14.62% Jun 9, 2014 - Dec 24, 2014	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-13.86% Jun 30, 2023 - Dec 13, 2023	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AME and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (1999 - 2026)

AME vs SPY dividend yield comparison.

Year	AME	SPY
2026	0.15%	0.24%
2025	0.60%	1.07%
2024	0.62%	1.21%
2023	0.61%	1.40%
2022	0.63%	1.65%
2021	0.54%	1.20%
2020	0.60%	1.52%
2019	0.56%	1.75%
2018	0.83%	2.04%
2017	0.50%	1.80%
2016	0.74%	2.03%
2015	0.67%	2.06%
2014	0.63%	1.87%
2013	0.46%	1.81%
2012	0.59%	2.18%
2011	0.57%	2.05%
2010	0.46%	1.80%
2009	0.63%	1.95%
2008	0.80%	3.02%
2007	0.51%	1.85%
2006	0.57%	1.73%
2005	0.56%	1.73%
2004	0.67%	1.82%
2003	0.50%	1.47%
2002	0.62%	1.70%
2001	0.75%	1.25%
2000	0.93%	1.15%
1999	0.32%	0.24%